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DaVita Inc. Stock Price

NYSE:DVA Community·US$15.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 46 Fair Values set on narratives written by author

DVA Share Price Performance

US$237.28
91.23 (62.46%)
US$193.71
Fair Value
US$237.28
91.23 (62.46%)
22.5% overvalued intrinsic discount
US$193.71
Fair Value
Price US$237.28
AnalystConsensusTarget US$193.71
AnalystLowTarget US$145.00
AnalystHighTarget US$270.00

DVA Community Narratives

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Fair Value US$193.71 22.5% overvalued intrinsic discount

DVA: Policy Shifts And Operational Recovery Will Shape Outlook In 2025

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Fair Value US$145 63.6% overvalued intrinsic discount

AI And Clinical Platform Spending Will Depress Margins Before Long Term Kidney Care Benefits Emerge

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Fair Value US$270 12.1% undervalued intrinsic discount

AI And Integrated Kidney Care Will Drive Stronger Margins And Durable Earnings Power

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US$270
12.1% undervalued intrinsic discount
Revenue
5.97% p.a.
Profit Margin
6.78%
Future PE
15.49x
Price in 2029
US$335.04
US$193.71
22.5% overvalued intrinsic discount
Revenue
4.23% p.a.
Profit Margin
6.98%
Future PE
11.4x
Price in 2029
US$241.51

Trending Discussion

No trending discussion available.

Updated Narratives

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DVA: AI Kidney Care Platform Will Drive Future Earnings Repricing

Fair Value: US$270 12.1% undervalued intrinsic discount
0 users have set this as their fair value
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DVA: Future Margin Assumptions And GLP-1 Headwinds May Restrain Upside

Fair Value: US$145 63.6% overvalued intrinsic discount
0 users have set this as their fair value
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DVA: Share Repurchases And GLP-1 Risks Will Shape Future Stock Economics

Fair Value: US$193.71 22.5% overvalued intrinsic discount
17 users have set this as their fair value
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Snowflake Analysis

Fair value with limited growth.

2 Risks
3 Rewards

DaVita Inc. Key Details

US$13.8b

Revenue

US$9.3b

Cost of Revenue

US$4.5b

Gross Profit

US$3.7b

Other Expenses

US$756.4m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
11.78
32.45%
5.47%
996.9%
View Full Analysis

About DVA

Founded
1994
Employees
78000
CEO
Javier Rodriguez
WebsiteView website
www.davita.com

DaVita Inc. provides kidney dialysis services for patients suffering from chronic kidney failure in the United States. The company operates kidney dialysis centers and provides related lab services in outpatient dialysis centers. It also offers outpatient, hospital inpatient, and home-based hemodialysis dialysis services; operates clinical laboratories that provide routine laboratory tests for dialysis and other physician-prescribed laboratory tests for ESRD patients; and management and administrative services to outpatient dialysis centers. In addition, the company offers integrated care and disease management services to patients in risk-based and other integrated care arrangements; clinical research programs; physician services; and comprehensive kidney care services. Further, it engages in the transplant software business. The company was formerly known as DaVita HealthCare Partners Inc. and changed its name to DaVita Inc. in September 2016. DaVita Inc. was incorporated in 1994 and is headquartered in Denver, Colorado.

Recent DVA News & Updates

Seeking Alpha Jul 15

DaVita: I Believe This Is Overvalued

Summary DaVita Inc. has more than doubled in share price within six months, driven by a strong Q1 '26 beat and a favorable court ruling. DVA fundamentals and long-term prospects remain largely unchanged, with 2026E AEPS recovery now expected at 30%+ and 10–16% annualized growth through 2028. I sold over 95% of my DVA position as the valuation exceeded $210/share, far above my fair value target of $130/share. I reiterate a Hold rating on DVA given limited risk/reward upside at current multiples and persistent volatility. Read the full article on Seeking Alpha
Narrative Update Jul 15

DVA: AI Kidney Care Platform Will Drive Future Earnings Repricing

Analysts have lifted the DaVita fair value estimate from $179.66 to $270.00, citing a series of higher price targets up to $270 and research that highlights sector tailwinds, ongoing growth investments, and company specific initiatives around advanced dialysis technologies, GLP-1 use, and home care services. Analyst Commentary Recent research updates around DaVita point to a more constructive tone, with several bullish analysts revising their fair value views higher and emphasizing the potential impact of company execution on advanced dialysis technologies, GLP-1 integration, and home care efforts.

Recent updates

No updates